Tech wars: US vs China rivalry for electronics out to 2035
The US-China tech rivalry has transformed the global electronics sector, escalating since 2017 through tariffs and export controls. Despite significant shifts in imports, mutual...
Electric vehicles: Competition between China and Europe in an age of mobility transition
China is aggressively increasing its presence in Europe's electric vehicle market, supported by government initiatives. As Europe aims for a 2035 ban on Internal...
Made in China: How China can deal with its industrial overcapacity
China's production capacity exceeds its current output across various sectors, but solutions to address this imbalance, such as boosting domestic markets and exporting, face...
Country and Sector Risk Barometer 2025: Into the Wild
The outlook for 2025 remains uncertain despite reduced electoral risks. The US economy may thrive due to strong household spending, while China faces overcapacity...
Tech wars: US-China rivalry for electronics out to 2035
Since 2017, the US-China technology war has reshaped global electronics through sanctions and export controls, costing China $150 billion in exports. Despite tensions, their...
Made in China. How China can deal with its industrial overcapacity
China faces significant production overcapacity across various products, complicating control measures. Historically linked to its investment-driven growth model, recent oversupply issues emerged post-COVID-19, as...
Electric vehicles: is Europe still in the driver’s seat? Competition between China and Europe in an age of mobility transition
The EU plans to ban new internal combustion engine car sales by 2035 to achieve carbon neutrality by 2050, impacting its auto industry. The...
Lost illusions and great expectations in our latest
In 2023, initial optimism faded as inflation persisted, central banks remained inactive, and China's recovery didn't bolster global growth. Key issues resurfaced: access to...
